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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (17216)2/4/2000 7:59:00 PM
From: mauser96  Respond to of 54805
 
TRFM says on p136 that there are no gorillas in the services sector. It should be possible for a service provider to be a King if it was in the right place at the right time. I suspect the reign would be short since the leader would likely not have the power to prevent the market from splintering.
I like CREE as a speculation , but I have no opinion on EXDS.



To: Apollo who wrote (17216)2/4/2000 11:36:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Royalty vs Gorillas

Stan,

I thought anything could be a royalty play; but only proprietary architecture, IPR, or a "lock" could be simian in nature.

You thought right. You've probably seen that our friend UpNorth acknowledged that his compass got out of whack for a moment. The rumor is that he walked into a magnetic field that overwhelmed his ability to determine right from left, much less right from wrong. :)

--Mike Buckley


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